See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,165 | $121,341-60.3% | $189,513-74.6% | $79,386-39.3% |
| Participation rate | 78.9% | 86.1%-7.2pp | 87.8%-8.9pp | 70.7%+8.2pp |
| Annual return | 16.63% | 21.08%-4.5pp | 555.15%-538.5pp | 116.85%-100.2pp |
| Employer contribution / active EE | $2,362 | $3,915-39.7% | $6,162-61.7% | $2,427-2.7% |
| Participant deferral / active EE | $3,840 | $6,395-40.0% | $8,221-53.3% | $4,046-5.1% |
| Admin fee / account holder | $776 | $651+19.1% | $12,045-93.6% | $626+23.8% |